DFX Intelligence
RIA Intelligence
Advisor moves
Departures from The Holben Group, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Clinton Ford Demming | The Holben Group, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 8, 2025 | Mar 20, 2025 |
| Jeffrey Merle Holben | The Holben Group, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 8, 2025 | Mar 20, 2025 |
| Patricia P Parker | The Holben Group, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 8, 2025 | Mar 20, 2025 |
Page 1 of 1
3 moves match.